Assigning team members to Shared Roles lets you:

In Hubly, you can assign multiple users to the same Role when configuring a Service Team in your Settings page:

When multiple users are assigned to share responsibility over a Role, all Users will be notified when a Task is assigned to that Role:

This setting can be configured to specify how users in a shared Role are notified:

Hubly can route Tasks automatically to the User with the least number of total incomplete Tasks assigned:

Users who share responsibility over a Role on a Service Team will be displayed in the Client Card:

Workflow Tasks can be pre-assigned to a Shared Role so that they are brought to the attention of multiple users:

When a Client is added to the Workflow, those Tasks will remain assigned to Shared Roles and can be manually picked up by any User in those Roles:

Those Users will be able to filter the Hub to see which Tasks are assigned to them indirectly via their Role:

We created a collection of useful Product Guides to let you explore Hubly and get familiar with all of the different ways that our product can make you more productive and simplify how you run your practice.

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